TTWM
TCV Trust & Wealth Management’s Truist Financial TFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $809K | Sell |
18,821
-670
| -3% | -$28.8K | 0.07% | 110 |
|
|
2025
Q1 | $802K | Buy |
19,491
+400
| +2% | +$16.5K | 0.07% | 108 |
|
|
2024
Q4 | $828K | Sell |
19,091
-720
| -4% | -$31.2K | 0.08% | 108 |
|
|
2024
Q3 | $847K | Buy |
19,811
+453
| +2% | +$19.4K | 0.08% | 109 |
|
|
2024
Q2 | $752K | Buy |
19,358
+200
| +1% | +$7.77K | 0.07% | 113 |
|
|
2024
Q1 | $747K | Sell |
19,158
-800
| -4% | -$31.2K | 0.07% | 116 |
|
|
2023
Q4 | $737K | Sell |
19,958
-8,315
| -29% | -$307K | 0.07% | 115 |
|
|
2023
Q3 | $809K | Hold |
28,273
| – | – | 0.09% | 106 |
|
|
2023
Q2 | $858K | Sell |
28,273
-561
| -2% | -$17K | 0.09% | 107 |
|
|
2023
Q1 | $983K | Buy |
28,834
+4,198
| +17% | +$143K | 0.11% | 100 |
|
|
2022
Q4 | $1.06M | Sell |
24,636
-710
| -3% | -$30.6K | 0.12% | 95 |
|
|
2022
Q3 | $1.1M | Sell |
25,346
-5,137
| -17% | -$224K | 0.14% | 89 |
|
|
2022
Q2 | $1.45M | Buy |
30,483
+1,410
| +5% | +$66.9K | 0.17% | 87 |
|
|
2022
Q1 | $1.65M | Sell |
29,073
-2,550
| -8% | -$145K | 0.18% | 87 |
|
|
2021
Q4 | $1.85M | Sell |
31,623
-329
| -1% | -$19.3K | 0.18% | 84 |
|
|
2021
Q3 | $1.87M | Buy |
31,952
+4,971
| +18% | +$292K | 0.21% | 82 |
|
|
2021
Q2 | $1.49M | Sell |
26,981
-574
| -2% | -$31.7K | 0.16% | 90 |
|
|
2021
Q1 | $1.61M | Buy |
27,555
+3,959
| +17% | +$231K | 0.19% | 85 |
|
|
2020
Q4 | $1.13M | Buy |
23,596
+3,032
| +15% | +$145K | 0.14% | 97 |
|
|
2020
Q3 | $783K | Buy |
20,564
+1,192
| +6% | +$45.4K | 0.11% | 109 |
|
|
2020
Q2 | $728K | Sell |
19,372
-1,617
| -8% | -$60.8K | 0.1% | 106 |
|
|
2020
Q1 | $648K | Sell |
20,989
-7,647
| -27% | -$236K | 0.11% | 100 |
|
|
2019
Q4 | $1.61M | Buy |
28,636
+6,552
| +30% | +$369K | 0.2% | 87 |
|
|
2019
Q3 | $1.18M | Sell |
22,084
-20
| -0.1% | -$1.07K | 0.15% | 90 |
|
|
2019
Q2 | $1.09M | Sell |
22,104
-65
| -0.3% | -$3.19K | 0.14% | 91 |
|
|
2019
Q1 | $1.03M | Sell |
22,169
-925
| -4% | -$43.1K | 0.14% | 95 |
|
|
2018
Q4 | $1M | Sell |
23,094
-425
| -2% | -$18.4K | 0.15% | 97 |
|
|
2018
Q3 | $1.14M | Buy |
23,519
+50
| +0.2% | +$2.43K | 0.15% | 100 |
|
|
2018
Q2 | $1.18M | Sell |
23,469
-526
| -2% | -$26.5K | 0.17% | 92 |
|
|
2018
Q1 | $1.25M | Sell |
23,995
-540
| -2% | -$28.1K | 0.18% | 90 |
|
|
2017
Q4 | $1.22M | Sell |
24,535
-5
| -0% | -$249 | 0.17% | 92 |
|
|
2017
Q3 | $1.15M | Buy |
24,540
+1,948
| +9% | +$91.4K | 0.17% | 92 |
|
|
2017
Q2 | $1.03M | Buy |
22,592
+183
| +0.8% | +$8.31K | 0.16% | 99 |
|
|
2017
Q1 | $1M | Buy |
22,409
+6,268
| +39% | +$280K | 0.15% | 99 |
|
|
2016
Q4 | $759K | Sell |
16,141
-427
| -3% | -$20.1K | 0.12% | 112 |
|
|
2016
Q3 | $625K | Sell |
16,568
-4,256
| -20% | -$161K | 0.11% | 107 |
|
|
2016
Q2 | $742K | Sell |
20,824
-2,000
| -9% | -$71.3K | 0.13% | 104 |
|
|
2016
Q1 | $760K | Buy |
22,824
+250
| +1% | +$8.33K | 0.14% | 101 |
|
|
2015
Q4 | $854K | Sell |
22,574
-100
| -0.4% | -$3.78K | 0.15% | 97 |
|
|
2015
Q3 | $807K | Sell |
22,674
-150
| -0.7% | -$5.34K | 0.15% | 102 |
|
|
2015
Q2 | $920K | Sell |
22,824
-2,450
| -10% | -$98.8K | 0.15% | 102 |
|
|
2015
Q1 | $985K | Hold |
25,274
| – | – | 0.16% | 101 |
|
|
2014
Q4 | $983K | Buy |
25,274
+392
| +2% | +$15.2K | 0.16% | 103 |
|
|
2014
Q3 | $926K | Sell |
24,882
-693
| -3% | -$25.8K | 0.16% | 103 |
|
|
2014
Q2 | $1.01M | Buy |
25,575
+792
| +3% | +$31.2K | 0.16% | 98 |
|
|
2014
Q1 | $995K | Sell |
24,783
-11,806
| -32% | -$474K | 0.17% | 101 |
|
|
2013
Q4 | $1.37M | Buy |
36,589
+13,452
| +58% | +$502K | 0.23% | 95 |
|
|
2013
Q3 | $781K | Sell |
23,137
-2,903
| -11% | -$98K | 0.15% | 105 |
|
|
2013
Q2 | $883K | Buy |
+26,040
| New | +$883K | 0.18% | 99 |
|